Eudaimonia Partners
SPHY icon

Eudaimonia Partners’s State Street SPDR Portfolio High Yield Bond Index ETF SPHY Stock Holding History

Eudaimonia Partners’s Portfolio SPHY Stock Details SPHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$384K Buy
+16,355
New +$382K 0.09% 171
2021
Q2 		– Sell
-498
Closed -$13K – 1223
2021
Q1 		$13K Buy
+498
New +$13.2K ﹤0.01% 1104

Other funds holding SPHY

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Adventist Health System Sunbelt Healthcare Corp
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
NEPC LLC
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
Ocean Park Asset Management
Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Eudaimonia Partners's SPHY Position: Q1 2024 in Review

Eudaimonia Partners opened a new position in State Street SPDR Portfolio High Yield Bond Index ETF (SPHY) in Q1 2024: 16,355 shares worth $384K. The stake represents 0.09% of the portfolio and ranks #171 among its holdings. This is a return to the name: Eudaimonia Partners previously reported a position in SPHY as recently as Q1 2021.

Eudaimonia Partners first reported a position in SPHY in Q1 2021 and has held it in 2 quarters since. 308 funds tracked by Wall St. Rank hold SPHY as of Q1 2024.

  • Eudaimonia Partners held 16,355 shares of State Street SPDR Portfolio High Yield Bond Index ETF worth $384K as of Q1 2024.
  • State Street SPDR Portfolio High Yield Bond Index ETF was a new Eudaimonia Partners position in Q1 2024.
  • State Street SPDR Portfolio High Yield Bond Index ETF made up 0.09% of Eudaimonia Partners's portfolio in Q1 2024, its #171 holding.
  • Eudaimonia Partners first reported a position in State Street SPDR Portfolio High Yield Bond Index ETF in Q1 2021 and has held it in 2 quarters since.
  • 308 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond Index ETF as of Q1 2024.

Based on Eudaimonia Partners's 13F filing for Q1 2024, filed 25 Apr 2024.